Amanda P Weed Trust in Winston Salem, North Carolina (NC)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| Amanda P Weed Trust | |
| Employer Identification Number (EIN) | 066038103 |
| Name of Organization | Amanda P Weed Trust |
| In Care of Name | Wachovia Bank National Associatio |
| Address | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 |
| Activities | Hospital |
| Subsection | Charitable Organization |
| Ruling Date | 04/2009 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,455,774 |
| Amount of Income | $106,354 |
| Form 990 Revenue Amount | $84,000 |
| National Taxonomy of Exempt Entities (NTEE) | Health - General and Rehabilitative: Single Organization Support |
Non-representatives - add comments:
Amount of income in 2013: $106,354 (it was $458,303 in 2012)
| This organization: | $106,354 |
| Other organizations performing similar types of work: | $423,049 |
Assets in 2013: $1,455,774 (it was $1,458,008 in 2012)
| This organization: | $1,455,774 |
| Other organizations performing similar types of work: | $987,793 |
Expenses in 2012: $72,861
| Amanda P Weed Trust: | $72,861 |
| Other organizations performing similar types of work: | $213,481 |
Income to expenses ratio in 2012: 1.5
| This organization: | 1.5 |
| Other organizations performing similar types of work: | 2.8 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 52.7% |
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $81,200 | $79,889 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $43,212 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $37,988 | |||
| Total expenses and disbursements | $72,861 | $15,992 | $0 | $55,785 |
| Compensation of officers, directors, trustees, etc. | $20,583 | |||
| Total operating and administrative expenses | $24,513 | $15,992 | $7,437 | |
| Contributions, gifts, grants paid | $48,348 | |||
| Excess of revenue over expenses and disbursements | $8,339 | |||
| Net investment income | $63,897 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,458,008 | $0 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,407,324 | |
| Other | $50,684 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,458,008 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $37,988 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $1,278 |
| Total credits and payments | $1,373 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,373 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $95 |
| Amount to be credited to 2013 estimated tax | $95 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $1,523,651 |
| Net value of noncharitable-use assets | $1,500,800 |
| Minimum investment return | $75,040 |
| Distributable Amount (for 2012) | |
| Distributable amount | $73,762 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $73,762 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $7,167 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | St Bernard Foundation | 326 W 64th St, Chicago, IL 60621-3114 | IL | 1946-03 | $61,670,906 |
| 2 | Foundation Of Firsthealth Inc | 155 Memorial Dr, Pinehurst, NC 28374-8710 | NC | 1976-06 | $5,377,663 |
| 3 | Risb Foundation | 2415 De La Vina St, Santa Barbara, CA 93105-3819 | CA | 2007-10 | $3,691,314 |
| 4 | Texas Hospital Association Foundation | 1108 Lavaca St Ste 700, Austin, TX 78701-2180 | TX | 2008-05 | $3,393,875 |
| 5 | Mercy Health Foundation Springfield | 1235 E Cherokee St, Springfield, MO 65804-2203 | MO | 1946-03 | $2,688,983 |
| 6 | Reunette W Harris Lucy Clair Harris Griffin And W Clair Harris Trust | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 1990-11 | $2,659,868 |
| 7 | The Elizabeth Blackwell Foundation Inc | 525 E 68th St Box 156, New York, NY 10065-4870 | NY | 1987-09 | $15,612 |
| 8 | Roanoke Chowan Alliance Inc | 500 Academy St S, Ahoskie, NC 27910-3248 | NC | 1986-11 | $206 |
| 9 | Intrahealth International Inc | 6340 Quadrangle Dr Ste 200, Chapel Hill, NC 27517-7891 | NC | 2003-10 | $94,477,166 |
| 10 | Forsyth Medical Center Foundation | 2085 Frontis Plaza Blvd, Winston Salem, NC 27103-5614 | NC | 1999-11 | $12,716,948 |
| 11 | Rowan Regional Medical Center Foundation Inc | 2085 Frontis Plaza Blvd, Winston Salem, NC 27103-5614 | NC | 1989-03 | $9,310,959 |
| 12 | Dorothy H Holder Charitable Trust | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 2000-05 | $1,093,424 |
| 13 | Community General Hospital Foundation Inc | 2085 Frontis Plaza Blvd, Winston Salem, NC 27103-5614 | NC | 1993-12 | $338,858 |
| 14 | Person Memorial Hospital Auxiliary Inc | 615 Ridge Rd, Roxboro, NC 27573-4629 | NC | 2013-10 | $194,950 |
| 15 | Cherokee Indian Hospital Foundation | Caller Box 268-C, Cherokee, NC 28719 | NC | 2009-07 | $95,643 |
| 16 | J Arthur Dosher Memorial Hospital Foundation Inc | 924 N Howe St, Southport, NC 28461-3038 | NC | 2010-12 | $93,440 |
| 17 | Valdese General Hospital Guild Inc | PO BOX 700, Valdese, NC 28690-0700 | NC | 2000-04 | $50,427 |
| 18 | The Joseph Michael Galvin Jr Scholarship Trust | 1 W 4th St 4th Floor, Winston Salem, NC 27101-3818 | NC | 2007-01 | $35,934 |
| 19 | Regional Medical Services Inc | PO BOX 1828, Elizabeth Cty, NC 27906-1828 | NC | 1997-09 | $0 |
| 20 | Worlds Apart-One Heart Inc | 402 Country Club Drive, Greensboro, NC 27408 | NC | 2007-07 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 665 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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